Fewer workers and retirees are confident they have enough money to live comfortably in retirement, according to the 36th Annual Retirement Confidence Survey published by the Employee Benefit … more Americans’ Confidence Worsens Over Inflation Fears and Future of Retirement Programs
Industry News & Reference
Inflation Bites Retirees Harder Amid Soaring Energy Costs
Since November 2022, the Bureau of Labor Statistics reports that CPI-E—an experimental index designed to better reflect inflation experienced by Americans age 62 and older—has outpaced the standard … more Inflation Bites Retirees Harder Amid Soaring Energy Costs
NAR: Baby Boomers Remain Largest Share of Home Buyers
Baby Boomers remained the largest generational group of home buyers this year, while the share of first-time buyers fell to the lowest level on record, according to the … more NAR: Baby Boomers Remain Largest Share of Home Buyers
Americans Expect to Delay Retirement By Four Years As Cost of Living Rises, Study Finds
A new survey of American workers from Economist Enterprise and Nuveen finds that economic uncertainty is driving a significant shift in retirement expectations, with many individuals delaying retirement, … more Americans Expect to Delay Retirement By Four Years As Cost of Living Rises, Study Finds
DOL Proposed Rule Expands Alternative Assets to 401(k)s
The U.S. Department of Labor has introduced a proposed rule that could make it easier for 401(k) plans to include alternative investments, building on an executive order issued … more DOL Proposed Rule Expands Alternative Assets to 401(k)s
‘Magic Number’ for a Comfortable Retirement Just Got Bigger
Northwestern Mutual released new survey findings showing that Americans’ “magic number” for a comfortable retirement rose to $1.46 million in 2026—an increase of $200,000 from last year and … more ‘Magic Number’ for a Comfortable Retirement Just Got Bigger
Servicing Corner: Reverse Mortgage Loan Sales and Servicing Transfers a Normal Part of Today’s Lending Landscape
(Sponsored content provided by Celink) Loan sales and servicing transfers are not only common, they are essential to how the market operates. Yet many homeowners are surprised when … more Servicing Corner: Reverse Mortgage Loan Sales and Servicing Transfers a Normal Part of Today’s Lending Landscape
Senate Budget Committee Holds Social Security Hearing
The Senate Budget Committee held a hearing this week on the future of Social Security, focusing on the program’s projected depletion and the need for legislative action to … more Senate Budget Committee Holds Social Security Hearing
Retirement Tax Worries on the Rise
While numerous surveys have highlighted Americans’ anxieties about outliving retirement assets, stock market instability and persistent inflation, you can now add taxes to the equation. By the numbers: … more Retirement Tax Worries on the Rise
Fidelity: Gen X and Women See Retirement Saving Gains
Fidelity Investments® reported in its Q4 2025 retirement analysis that 401(k) and 403(b) account balances experienced double-digit growth for the third consecutive year. Go deeper: Fidelity attributed the … more Fidelity: Gen X and Women See Retirement Saving Gains
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